Our core services offered to clients are a key differentiator. We do not simply sell products. Rather, we augment powerful strategic, analytical and negotiating skills to formulate the most positive outcome:

  • Analytical Review & Modeling
  • Strategic Planning
  • Comprehensive Plan Development
  • Underwriting & Claims Advocacy
  • Retirement & Succession Planning
  • Implementation, Enrollment & Employee Communication
  • Ongoing Plan Advisory

We offer a broad array of extended solutions for our customers to draw upon:

  • Human Resources Outsourcing & Advisory
  • Regulatory & Tax Compliance
  • Training & Development
  • Online Enrollment
  • Professional Recruiting
  • Expanded Employer & Employee Reporting with Payroll Interface
  • COBRA Administration
  • Seamless Bank Transactional Facilities